A complete list of active advisors currently associated with Capstone Capital Wealth Advisors

Warmer can help you find a great advisor at Capstone Capital Wealth Advisors or one who fits your needs even better.

Capstone Capital Wealth Advisors provides discretionary investment management and one-time financial planning to individuals (including high-net-worth clients) and to institutional-type clients listed in the brochure such as pension and profit-sharing plans, trusts, estates, and corporations. The firm reports managing approximately $408 million in client assets for about 198 clients with a four-advisor team. The firm’s investment process emphasizes strategic asset allocation and long-term portfolio construction rather than security selection, preferring broadly diversified mutual funds and ETFs with low turnover and attention to overlap and tax considerations. Capstone tailors portfolios through personal discussions about goals, prior investment history, family composition, and risk tolerance, and it may rebalance accounts periodically while exercising discretionary trading authority under client agreements. Compared with many peers, the brochure highlights that Capstone serves non-individual clients such as pension plans and corporate entities while also stating it has no material arrangements with banking or thrift institutions, a distinction that may matter to institutional clients. The firm relies on independent custodians (notably Charles Schwab), uses standing letters of authorization for third-party money movement when applicable, and leaves proxy voting and class-action matters to clients rather than voting securities on their behalf.

To learn more about the advisors currently working at Capstone Capital Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.